Senior Implementation Specialist

RBC • Concord, CA

6d

About The Position

What is the opportunity? This role offers a dynamic opportunity to lead the seamless on-boarding experience for large group cases (50+ lives) within RBC Group Insurance, ensuring exceptional client satisfaction through strategic project management and cross-functional collaboration. As the primary point of contact, you will drive the end-to-end implementation process—from gathering critical submission documents to coordinating with Underwriting, Client Services, Sales, and external partners—to resolve complexities and secure approvals before final submission. This position is ideal for a detail-oriented professional who thrives in fast-paced environments and is committed to delivering impactful results in a collaborative, service-driven culture. What will you do? Manage all new large case and new product submissions requests from Sales Consultant, Advisors and Client Relationship Specialist. Applies extensive in-depth knowledge, skills, and practices to perform complex assignments Work in partnership with regional offices, Regional VP and Sales Team to develop positive and effective business relationships with clients, 3rd party distribution and advisors across Canada. Work assignments involve moderately complex to complex issues, where advanced business acumen and/or an in-depth evaluation of variable factors, with limited guidance Provide best practices for new case and add a new product submission including gathering group master application, Advisor Compensation Form and census data. Demonstrates initiative and applies concepts, while exercising effective interpersonal, communication, training, and problem-solving skills to optimize each interaction with Sales Consultant, Advisors, Clients and other internal/external partners. Regularly exercises independent judgment on matters of significance within defined procedures to determine appropriate actions/approaches What do you need to succeed? Must-have 7-10 years of experience in group insurance, underwriting support, or a related client relationship management field Post secondary degree (Bachelor) Strong collaborative skills, with the ability to partner effectively with different teams (e.g., underwriters, sales, and operations) while managing competing priorities Meticulous attention to detail and a proactive problem-solving mindset to ensure accuracy in documentation, data entry, and process execution Balanced relationship-building skills, fostering trust and clear communication across cross-functional teams Nice-to-have Project management certification (PMI) CEBS Underwriting knowledge Proficiency in Microsoft Systems and Applications (e.g., Excel, Word, Outlook), with the ability to efficiently manage data, documentation, and workflow What’s in it for you? Whether it’s developing new skills, opportunities to innovate and grow, modern and comprehensive benefits, or the flexibility to enjoy the moments that matter, at RBC you have everything you need at your fingertips to build your career and life. Working with an award-winning team Awards | RBC Diversity & Inclusion A comprehensive Total Rewards package that prioritizes your overall wellbeing, including flexible and modern benefits, competitive compensation and stock options Work where you belong as part of a supportive, inclusive team and company that celebrate your unique perspectives, background and experience and want you to bring your whole self to work, every day. Leaders who are invested in your success and provide opportunities to learn, to grow and to try new things. Develop new skills, sharpen existing ones and explore paths you never knew existed with a host of learning programs and tools designed to support you in every phase of your career. Flexible work arrangements and leaders who support your needs—both personal and professional. An opportunity to have real impact on the lives of our clients and the communities you serve. RBCI software tools to boost your productivity

Requirements

• 7-10 years of experience in group insurance, underwriting support, or a related client relationship management field
• Post secondary degree (Bachelor)
• Strong collaborative skills, with the ability to partner effectively with different teams (e.g., underwriters, sales, and operations) while managing competing priorities
• Meticulous attention to detail and a proactive problem-solving mindset to ensure accuracy in documentation, data entry, and process execution
• Balanced relationship-building skills, fostering trust and clear communication across cross-functional teams

Nice To Haves

• Project management certification (PMI)
• CEBS
• Underwriting knowledge
• Proficiency in Microsoft Systems and Applications (e.g., Excel, Word, Outlook), with the ability to efficiently manage data, documentation, and workflow

Responsibilities

• Manage all new large case and new product submissions requests from Sales Consultant, Advisors and Client Relationship Specialist.
• Applies extensive in-depth knowledge, skills, and practices to perform complex assignments
• Work in partnership with regional offices, Regional VP and Sales Team to develop positive and effective business relationships with clients, 3rd party distribution and advisors across Canada.
• Provide best practices for new case and add a new product submission including gathering group master application, Advisor Compensation Form and census data.
• Demonstrates initiative and applies concepts, while exercising effective interpersonal, communication, training, and problem-solving skills to optimize each interaction with Sales Consultant, Advisors, Clients and other internal/external partners.
• Regularly exercises independent judgment on matters of significance within defined procedures to determine appropriate actions/approaches

Benefits

• Whether it’s developing new skills, opportunities to innovate and grow, modern and comprehensive benefits, or the flexibility to enjoy the moments that matter, at RBC you have everything you need at your fingertips to build your career and life.
• Working with an award-winning team Awards | RBC Diversity & Inclusion
• A comprehensive Total Rewards package that prioritizes your overall wellbeing, including flexible and modern benefits, competitive compensation and stock options
• Work where you belong as part of a supportive, inclusive team and company that celebrate your unique perspectives, background and experience and want you to bring your whole self to work, every day.
• Leaders who are invested in your success and provide opportunities to learn, to grow and to try new things.
• Develop new skills, sharpen existing ones and explore paths you never knew existed with a host of learning programs and tools designed to support you in every phase of your career.
• Flexible work arrangements and leaders who support your needs—both personal and professional.
• An opportunity to have real impact on the lives of our clients and the communities you serve.
• RBCI software tools to boost your productivity

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees